Unifier Upgrade Guide - Oracle...Unifier Upgrade Guide 8 Install and deploy Unifier 9.13.1.0 on each application server 1) Install the new version of Unifier by following instructions

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Contents Overview ................................................................................................ 5

Upgrading Unifier 9.9.4 to Unifier 9.13.1.0 ...................................................... 7

Upgrading Unifier 9.11.0.0 to Unifier 9.13.1.0 ................................................. 11

Upgrading Unifier 9.12.0.0 (and Later Versions) to Unifier 9.13.1.0 ...................... 15



For More Information ................................................................................ 26 Where to Get Documentation ........................................................................ 26 Where to Get Training ................................................................................ 32 Where to Get Support ................................................................................. 32 Additional Support ..................................................................................... 33

Legal Notices .......................................................................................... 36

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Depending on which version of Unifier you are using, the following major updates must take place in order to upgrade Unifier to the most recent version:

If you have 9.9.x:

a. Upgrade to 9.9.4 For details about upgrading Unifier versions earlier than 9.9.4 to Unifier 9.9.4, refer to the associated Media Pack Readme files. The Media Pack Readme file provides information about backup, uninstall, install, and data migration. For assistance, contact Oracle Support.

b. Upgrade 9.9.4 to 9.13.1.0 c. Upgrade to the most recent version

If you have 9.11.0.0:

a. Upgrade to 9.13.1.0 b. Upgrade to the most recent version

If you have 9.12.0.0 (and later versions):

a. Upgrade to 9.13.1.0 b. Upgrade to the most recent version

If you have 9.13.1.0 (and later versions), then upgrade to the most recent version, as shown in the following diagram.

The Primavera Unifier Upgrade Guide provides instructions for:

Upgrading Unifier 9.9.4 to Unifier 9.13.1.0 Upgrading Unifier 9.11.0.0 to Unifier 9.13.1.0 Upgrading Unifier 9.12.0.0 (and Later Versions) to Unifier 9.13.1.0 Upgrading Unifier 9.13.1.0 (and Later Versions) to Unifier 15.2.0.0 Upgrading Unifier 10.0.0.0 (and Later Versions) to Unifier 15.2.0.0

Overview

Unifier Upgrade Guide

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The following diagram shows the upgrade process from various versions of Unifier.

Audience The Unifier network administrator The Unifier database administrator The Unifier Administrator

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Workflow 1) Backup a copy of the file repository and database 2) Uninstall Unifier 9.9.4 3) Install and deploy Unifier 9.13.1.0 on each application server 4) Migrate data to Unifier 9.13.1.0

The following sections provide details.

Backup a copy of the file repository and database 1) Follow your organization procedures and create backup files of the following: Unifier file repository Unifier database

2) Backup the configurator settings as follows: a. In the Unifier Home folder, find the configuration settings for Unifier in the

weblogic/configurator directory. b. Copy the bluedoor.properties file to a safe location. The file locations are set while

configuring Unifier and can be found in the Unifier Configurator.

Uninstall Unifier 9.9.4 1) Stop the Unifier service on all machines within the environment (including a cluster

environment if it exists). 2) Ensure all open windows related to Unifier are closed, including any administrative tools such

as Windows Services. 3) From the Windows Start menu, click Programs, Unifier [version no.], Uninstall Unifier. 4) Click the Uninstall button. This will uninstall Unifier, remove the services, and remove the

directory. 5) When prompted, click Yes to remove all the files in the Unifier directory. 6) Ensure that the WebLogic Admin server is running. 7) Navigate to the Unifier server and verify that the files and the Unifier directory were

successfully removed. 8) Before rebooting the server, restart the World Wide Web Publishing Service from the

Services window. 9) If you receive a message that all of the files could not be removed, reboot the server before

continuing. 10) After restarting the server, open Windows Explorer, right-click the Unifier folder and select

Delete.

Upgrading Unifier 9.9.4 to Unifier 9.13.1.0


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Install and deploy Unifier 9.13.1.0 on each application server 1) Install the new version of Unifier by following instructions in the Unifier Installation and Setup

Guide for WebLogic Application Server (Windows), or the Unifier Installation and Setup Guide for WebSphere Application Server (Linux).

2) After a successful installation, proceed to migrate data to Unifier 9.13.1.0. See the following section.

Migrating from Unifier 9.9.4 to Unifier 9.13.1.0

Note: During the preparation of Staging and Production environments, do not conduct any design updates on the Production environment. If you want to bring in designs from the 9.9.x Staging environment, you can do so only by using the XML Design Export and Import mechanism, which will be available on 9.9.x and 9.11 uDesigner.

Migrating 9.9.4 data to 9.13.1.0 Staging Environment 1) Prepare a new database for 9.13.1.0 with a database import from the 9.9.4 Production

database. 2) Prepare the 9.13.1.0 Unifier environment with the “Production” configuration, and connect it to

the new database created in the previous step. 3) Perform data migration on the 9.13.1.0 Unifier environment. This includes running the

End-Of-Migration target on the 9.13.1.0 Unifier environment. 4) On the Application Server, open a browser and type this URL in the Address bar:

http://localhost:[port]/bp/localhost/migration/log The Unifier Migration log window opens. If there are any data migration targets listed in the log window, then you must run all the listed data migrations before finally executing the End-Of-M Migration step.

5) Run the migration script, select End of Migration, click Run, and click Yes to confirm. A window opens notifying you that the migration has been completed successfully.

6) Close the browser. The run date on the migration log will update after a successful migration. 7) Log in to the 9.13.1.0 Unifier environment as company administrator (ootbadmin) and

navigate to Administration Mode > uDesigner. 8) Verify that all the designs were successfully migrated. If a design was not successfully

migrated, the Version field for that design has a value -1 (minus on) and the id field has a value included in the [ ] (brackets). If you see any instances that did not migrate successfully, proceed as follows: a. Save the current Unifier log file which will be used to identify the issues. b. Contact Oracle Support. Oracle Support will identify the problems and may recommend

updating the current production environment to have those designs brought to a stage where they are suitable for 9.13.1.0.

c. Repeat the previous steps in this procedure if you need to apply any updates to the current production environment.

9) If there are no errors, reconfigure the application server to Staging. This is your new 9.13.1.0 Staging environment.

Upgrading Unifier 9.9.4 to Unifier 9.13.1.0

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10) As a company administrator, you might want to disable most of the production users in the new staging environment.

11) Proceed to migrating 9.11.0.0 to 9.13.1.0 Production environment.

Migration of 9.11.0.0 data to 9.13.1.0 Production Environment Perform this procedure after you finish creating a new 9.13.1.0 Staging environment from the 9.9.4 Production database.

Note: When you complete the following procedure, both the Unifier 9.13.1.0 Staging environment and the Unifier 9.13.1.0 Production environment are built and ready to use.

1) Prepare the Unifier 9.13.1.0 environment with the 9.9.4 production configuration and connect it to the production database.

2) Perform data migration on the 9.13.1.0 Unifier Production environment. This includes running the End-Of-Migration target on the 9.13.1.0 Unifier environment.

3) On the Application Server, open a browser and type this URL in the Address bar: http://localhost:[port]/bp/localhost/migration/log The Unifier Migration log window opens. If there are any data migration targets listed in the log window, then you must run all the listed data migrations before finally executing the End-Of-M Migration step.



navigate to Administration Mode > uDesigner) 7) Verify that all the designs were successfully migrated. No errors occur at this stage because

errors have been identified and resolved when building the 9.13.1.0 Unifier Staging environment.

The Unifier 9.13.1.0 Staging environment and the Unifier 9.13.1.0 Production environment are built and ready to use.

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Workflow 1) Backup a copy of the file repository and database 2) Uninstall Unifier 9.11.0.0 3) Install and deploy Unifier 9.13.1.0 on each application server 4) Migrate data to Unifier 9.13.1.0



2) Backup the configurator settings as follows: a. In the Unifier Home folder, find the configuration settings for Unifier in the

weblogic/configurator directory. b. Copy the bluedoor.properties file to a safe location. The file locations are set while

configuring Unifier and can be found in the Unifier Configurator.

Uninstall Unifier 9.11.0.0 1) Stop the Unifier service on all machines within the environment (including a cluster

environment if it exists). 2) Ensure all open windows related to Unifier are closed, including any administrative tools such

as Windows Services. 3) From the Windows Start menu, click Programs, Unifier [version no.], Uninstall Unifier. 4) Click the Uninstall button. This will uninstall Unifier, remove the services, and remove the

directory. 5) When prompted, click Yes to remove all the files in the Unifier directory. 6) Ensure that the WebLogic Admin server is running. 7) Navigate to the Unifier server and verify that the files and the Unifier directory were

successfully removed. 8) Before rebooting the server, restart the World Wide Web Publishing Service from the

Services window. 9) If you receive a message that all of the files could not be removed, reboot the server before

continuing. 10) After restarting the server, open Windows Explorer, right-click the Unifier folder and select

Delete.

Upgrading Unifier 9.11.0.0 to Unifier 9.13.1.0


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2) After a successful installation, proceed to migrate data to Unifier 9.13.1.0. See the following section.

Migrating from Unifier 9.11.0.0 to Unifier 9.13.1.0


Migrating 9.11.0.0 data to 9.13.1.0 Staging Environment 1) Prepare a new database for 9.13.1.0 with a database import from the 9.11.0.0 Production

database. 2) Prepare the 9.13.1.0 Unifier environment with the “Production” configuration, and connect it to

the new database created in the previous step. 3) Perform data migration on the 9.13.1.0 Unifier environment. This includes running the

End-Of-Migration target on the 9.13.1.0 Unifier environment. 4) On the Application Server, open a browser and type this URL in the Address bar:




navigate to Administration Mode > uDesigner. 8) Verify that all the designs were successfully migrated. If a design was not successfully

migrated, the Version field for that design has a value -1 (minus on) and the id field has a value included in the [ ] (brackets). If you see any instances that did not migrate successfully, proceed as follows: a. Save the current Unifier log file which will be used to identify the issues. b. Contact Oracle Support. Oracle Support will identify the problems and may recommend

updating the current production environment to have those designs brought to a stage where they are suitable for 9.13.1.0.

c. Repeat the previous steps in this procedure if you need to apply any updates to the current production environment.

9) If there are no errors, reconfigure the application server to Staging. This is your new 9.13.1.0 Staging environment.

Upgrading Unifier 9.11.0.0 to Unifier 9.13.1.0

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10) As a company administrator, you might want to disable most of the production users in the new staging environment.

11) Proceed to migrating 9.11.0.0 to 9.13.1.0 Production environment.

Migration of 9.11.0.0 data to 9.13.1.0 Production Environment Perform this procedure after you finish migrating 9.11.0.0 to 9.13.1.0 Staging environment.

Note: When you complete the following procedure, both the Unifier 9.13.1.0 Staging environment and the Unifier 9.13.1.0 Production environment are built and ready to use.

1) Upgrade the current Unifier production environment from 9.11.0.0 to 9.13.1.0. 2) Perform data migration on the 9.13.1.0 Unifier Production environment. This includes running

the End-Of-Migration target on the 9.13.1.0 Unifier environment. 3) On the Application Server, open a browser and type this URL in the Address bar:




navigate to Administration Mode > uDesigner) 7) Verify that all the designs were successfully migrated. No errors occur at this stage because

errors have been identified and resolved when building the 9.13.1.0 Unifier Staging environment.

The Unifier 9.13.1.0 Staging environment and the Unifier 9.13.1.0 Production environment are built and ready to use.

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Workflow 1) Backup a copy of the file repository and database 2) Uninstall Unifier 9.12.0.0 (and later versions) 3) Install and deploy Unifier 9.13.1.0 on each application server 4) Migrate data to Unifier 9.13.1.0



2) Backup the configurator settings as follows: a. In the Unifier Home folder, locate the configuration settings for Unifier in the

/configurator directory. b. Copy the bluedoor.properties file to a safe location.

Note: The file locations are set while configuring Unifier and can be found in the Unifier Configurator.

Uninstall the current version of Unifier Uninstalling Unifier from WebLogic

If WebLogic was deployed using ".sh" or ".bat," then:

1) Ensure WebLogic is running. 2) Open the WebLogic directory within the Unifier Home folder. For Windows installations, run undeploy.bat. For Linux installations, run undeploy.sh. If prompted, enter the WebLogic user name and password.

If WebLogic was deployed using "unifier.ear," then:

1) Go to WebLogic console > Deployments 2) Select Unifier Deployment name, stop, and Delete.

Uninstalling Unifier from WebSphere

1) Log in to the WebSphere Administration Console with administrative privileges.

Upgrading Unifier 9.12.0.0 (and Later Versions) to Unifier 9.13.1.0


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2) From the left-hand pane, navigate to the Enterprise Applications section. 3) In the Name field, select Unifier and then click the Stop button to stop running the application. 4) Select Unifier and then click the Uninstall button to uninstall Unifier from WebSphere.



2) After a successful installation, proceed to migrate data to the latest version of Unifier.

Migrating data from Unifier 9.12.0.0 (and later versions) to Unifier 9.13.1.0


Migrating 9.12.0.0 (and later versions) data to 9.13.1.0 Staging Environment 1) Prepare the Unifier 9.13.1.0 environment with the staging configuration, and connect it to the

staging database. 2) Migrate data to the Unifier 9.13.1.0 environment as follows:

a. On the Application Server, open a browser and enter the following URL: http://localhost:[port]/bp/localhost/migration/log The Unifier Migration log window opens.

b. If there are any data migration targets listed in the log window, then you must run all the listed data migrations.

c. After running all listed data migrations, select the End of Migration script and click Run. d. Click Yes to confirm. A message displays indicating the migration was completed

successfully. e. Close the browser. The run date on the migration log will update after a successful

migration.

This completes data migration process in the Staging environment (9.12.0.0 (and later versions) to 9.13.1.0).

Migrating 9.12.0.0 (and later versions) data to 9.13.1.0 Production Environment

Note: Perform this procedure after you have completed migrating the Staging Environment from 9.12.0.0 (and later versions) to 9.13.1.0 .

1) Prepare the Unifier 9.13.1.0 environment with the production configuration and connect it to the production database.

2) Migrate data to the Unifier 9.13.1.0 production environment as follows: a. On the Application Server, open a browser and enter the following URL:

http://localhost:[port]/bp/localhost/migration/log


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The Unifier Migration Log window opens. b. If there are any data migration targets listed in the Unifier Migration log window, you must

run all the listed data migrations. c. After running all listed data migrations, select the End of Migration script and click Run. d. Click Yes to confirm. A window opens notifying you that the migration was completed


migration.

This completes data migration process in the Production environment (9.12.0.0 (and later versions) to 9.13.1.0).

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Note: The following procedure apply to upgrading Unifier 9.13.1.0, 9.14.0.0, 9.14.1.0, 10.0.0.0, 10.1.0.0, and 15.1.0.0 to Unifier 15.2.0.0.

Workflow 1) Backup a copy of the file repository and database 2) Uninstall the current version of Unifier 3) Install and deploy Unifier 15.2.0.0 on each application server 4) Migrate data to Unifier 15.2.0.0













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1) Log in to the WebSphere Administration Console with administrative privileges. 2) From the left-hand pane, navigate to the Enterprise Applications section. 3) In the Name field, select Unifier and then click the Stop button to stop running the application. 4) Select Unifier and then click the Uninstall button to uninstall Unifier from WebSphere.






Migrating data from Unifier 9.13.1.0 (and later versions) to Unifier 15.2.0.0 Staging Environment 1) Prepare the Unifier 15.2.0.0 environment with the staging configuration, and connect it to the






migration.

This completes data migration process in the Staging environment (Unifier 9.13.1.0 (and later versions) to 15.2.0.0).

Migrating data from Unifier 9.13.1.0 (and later versions) to Unifier 15.2.0.0 Production Environment

Note: Perform this procedure after you have completed migrating the Staging Environment from Unifier 9.13.1.0 (and later versions) to 15.2.0.0.


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2) Migrate data to the Unifier 15.2.0.0 production environment as follows: a. On the Application Server, open a browser and enter the following URL:

http://localhost:[port]/bp/localhost/migration/log The Unifier Migration Log window opens.

b. If there are any data migration targets listed in the Unifier Migration log window, you must run all the listed data migrations.

c. After running all listed data migrations, select the End of Migration script and click Run. d. Click Yes to confirm. A window opens notifying you that the migration was completed


migration.

This completes data migration process in the Production environment (Unifier 9.13.1.0 (and later versions) to 15.2.0.0).

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Workflow 1) Backup a copy of the file repository and database 2) Uninstall the current version of Unifier 3) Install and deploy Unifier 15.2.0.0 on each application server 4) Migrate data to Unifier 15.2.0.0












1) Log in to the WebSphere Administration Console with administrative privileges.



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2) From the left-hand pane, navigate to the Enterprise Applications section. 3) In the Name field, select Unifier and then click the Stop button to stop running the application. 4) Select Unifier and then click the Uninstall button to uninstall Unifier from WebSphere.






Migrating data from Unifier 10.0.0.0 (and later versions) to Unifier 15.2.0.0 Staging Environment 1) Prepare the Unifier 15.2.0.0 environment with the staging configuration, and connect it to the






migration.

This completes data migration process in the Staging environment (Unifier 10.0.0.0 (and later versions) to 15.2.0.0).

Migrating data from Unifier 10.1.0.0 (and later versions) to Unifier 15.1.0.0 Production Environment

Note: Perform this procedure after you have completed migrating the Staging Environment from Unifier 10.0.0.0 (and later versions) to 15.2.0.0.


2) Migrate data to the Unifier 15.2.0.0 production environment as follows:


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a. On the Application Server, open a browser and enter the following URL: http://localhost:[port]/bp/localhost/migration/log The Unifier Migration Log window opens.

b. If there are any data migration targets listed in the Unifier Migration log window, you must run all the listed data migrations.

c. After running all listed data migrations, select the End of Migration script and click Run. d. Click Yes to confirm. A window opens notifying you that the migration was completed


migration.

This completes data migration process in the Production environment (Unifier 10.0.0.0 (and later versions) to 15.2.0.0).


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Where to Get Documentation

If you need help with an operation in Primavera Unifier, there are a number of resources to help you.

Note: The Company Administrators for Unifier Cloud must use the Primavera Cloud Service Administrator's Setup Guide instead of all the other installation and configuration guides in the Primavera Unifier Online Documentation Library.

Online Help If you have a question or need further assistance regarding a specific feature, review the online help.

Click the Help menu from any Primavera Unifier window, and choose:

Unifier Help: This link goes to the Oracle Technical Network (OTN) Primavera Unifier Online Document Library. From here you can access: Primavera Unifier Online Help Primavera Unifier Administration Guide Primavera Unifier User's Guide Primavera uDesigner User's Guide Primavera Unifier Reference Guide

You must have Adobe Acrobat Reader installed (available free at www.adobe.com). BP-specific Help: If your company has provided customized Help files for individual business

processes, you can access them through the business process log or the Help menu.

Note: For the full list of system requirements, supported software, and versions, see the Tested Configurations document under “Installation and Configuration Documentation” in the Primavera Unifier Online Documentation Library.

Documentation Complete documentation libraries for Primavera Unifier releases are available on the Oracle Technology Network (OTN) at:

http://www.oracle.com/technetwork/documentation/default-1870233.html

From this location you can either view libraries online or download them to have local copies. We recommend viewing them from OTN to ensure you always access the latest versions, including critical corrections and enhancements.

For More Information


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Primavera Unifier is configured to access its help system directly on OTN. However, a downloadable version of the help system is also available on OTN if you need to download, deploy, and access a local copy.

The documentation assumes a standard setup of the product, with full access rights to all features and functions.

Distributing Information to the Team You can copy the online documentation to a network drive for access by project participants. Each team member can then view or print those portions that specifically relate to his or her role in the organization.

The following is the list, and description, of the core documents available for Primavera Unifier.

Supplementary Documentation What's New

Contains key enhancements in the current release of Primavera Unifier. All users should read this guide.

Cumulative Features Overview Tool

Provides an overview of features and enhancements included in Oracle Primavera products. It is intended solely to help you assess the business benefits of upgrading and to plan your I.T. projects. All users should read this guide.

Readme for Media Pack

Contains a table that can help you determine what downloads are required to run your licenses. All users should read this guide.

Licensing Information User Manual

Contains information about the third-party proprietary and open source software used in Oracle Primavera Unifier. All users should read this guide.

Where to Get Documentation, Training, and Support

Contains information about resources to help you with the operation of Oracle Primavera Unifier. All users should read this guide.

Installation Documentation Primavera Unifier Installation and Setup Guide For WebLogic Application Server

Describes how to: Set up Primavera Unifier servers and third party services Install and configure Primavera Unifier components


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IT professionals who are installing and configuring the server environment, and the Primavera Unifier network administrator/database administrator and Primavera Unifier administrator should read this guide.

Primavera Unifier Installation and Setup Guide for WebSphere Application Server

Describes how to: Set up the Primavera Unifier servers and third party services on Linux (64-bit) Install and configure Primavera Unifier components IT professionals who are installing and configuring the server environment, and the Primavera Unifier network administrator/database administrator and Primavera Unifier administrator should read this guide.

Unifier Performance and Sizing Guide

Provides guidance for planning product deployment with: Estimates of hardware and software requirements for Primavera Unifier Recommendations for deploying small-scale to large-scale configurations The Unifier network administrator/database administrator and Unifier administrator should read this guide.


Provides information on how to upgrade to the latest version of with Oracle Primavera Unifier. The Unifier network administrator/database administrator and Unifier administrator should read this guide.

Tested Configurations

Provides the tested configurations for Oracle Primavera Unifier and includes list of applications and supported version levels. All users should read this guide. The Unifier network administrator/database administrator and Unifier administrator should read this guide.

Primavera Unifier Security Guide

Provides guidelines on how to plan your security strategy for Oracle Primavera Unifier. All users should read this guide. The Unifier network administrator/database administrator and Unifier administrator should read this guide.

Configuration Documentation Primavera uClient Configurator Setup Guide

Describes how to set up the Primavera uClient Configurator. All users should read this guide.

Primavera Unifier File Transfer Utility Instructions

Describes how to download and install the Primavera Unifier File Transfer Utility. All users should read this guide.


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uCAD Installation and User's Guide

Provides instructions on how to download and install the Primavera Unifier uCAD Application on your desktop and configure it to work with your AutoCAD® application. It also includes details on how to use uCAD with AutoCAD and Primavera Unifier. All users should read this guide.

Configuring BI Publisher for Unifier

Provides instructions on how to: Download BI Publisher. Configure BI Publisher settings. Configure BI Publisher in Primavera Unifier. Create BI Publisher reports. Run BI Publisher reports. The Primavera Unifier network administrator/database administrator and Primavera Unifier administrator should read this guide.

Configuring Unifier for Single Sign On

Provides procedures to configure Primavera Unifier that is running on Windows (64-bit) or on Linux operating systems for Single Sign On (SSO). The Primavera Unifier network administrator/database administrator and Primavera Unifier administrator should read this guide.

Connecting Oracle Enterprise Manager to Primavera Unifier Metrics

Provides instructions on how to enable Enterprise Manager to display certain Primavera Unifier metrics. The Primavera Unifier network administrator/database administrator and Primavera Unifier administrator should read this guide.

Connecting Oracle Identity Manager 11g to Primavera Unifier

Guides administrators in configuring Oracle Identity Manager (OIM) to be used with Primavera Unifier. The Primavera Unifier network administrator/database administrator and Primavera Unifier administrator should read this guide.

Connecting the Content Repository to Primavera Unifier

Provides instructions on how to: Configure Oracle WebCenter Content Core Capabilities after you install it. Configure Microsoft SharePoint after you install it. Configure CMIS-compliant repositories after you install one. Configure the Primavera Unifier File Repository. Set your content repository settings in Primavera Unifier to connect to your content

repository. The Primavera Unifier network administrator/database administrator and Primavera Unifier administrator should read this guide.


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Primavera Cloud Service Administrator's Guide This guide describes how to configure and administer Primavera products hosted on the Oracle Cloud for industries. It supersedes all the other installation and configuration guides for Primavera products, since they are for on-premises deployments. Cloud administrators should read this guide.

User Documentation Primavera Unifier Help

Provides topic-oriented information about Primavera Unifier to assist users with features and procedures. All users should read this guide.

Primavera Unifier User's Guide

Guides users on how to use Primavera Unifier application. All users should read this guide.

Primavera uDesigner User's Guide

Guides users on how to use the uDesigner feature of Primavera Unifier application. All users should read this guide.

Primavera Unifier Administration Guide

Provides details about the Administration Mode of Primavera Unifier, which covers access to Primavera Unifier functionality that is granted through permissions. All users should read this guide.

Primavera Unifier Project Controls User's Guide

Explains Oracle Primavera: Capital Planning which is used for managing budget forecasts (both planned and in

execution) for the user company. Cost Controls which supports project tracking and project cost management. Project Delivery Management which is designed to optimize project results. Anyone who wants to use the Unifier Project Controls base product should read this guide.

Database Documentation Primavera Unifier Reference Guide

Provides details about data definitions, data elements, permission settings, import codes, and pickers with Primavera Unifier. All users should read this guide.

Integration Documentation Primavera Unifier Integration Interface Guide

Describes the methods required for the integration, and the data being passed, between Primavera Unifier and an external system.


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Anyone who wants to develop applications which interact with Primavera Unifier should read this guide.


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Where to Get Training

To access comprehensive training for all Primavera products, go to: http://education.oracle.com

Oracle Learning Library The Oracle Learning Library (OLL) provides online learning content covering Primavera products. Content includes whitepapers, videos, tutorials, articles, demos, step-by-step instructions to accomplish specific tasks, and self-paced interactive learning modules.

To access the learning library’s Primavera content, go to: http://www.oracle.com/oll/primavera

Where to Get Support

If you have a question about using Oracle products that you or your network administrator cannot resolve with information in the documentation or help, click http://support.oracle.com/. This page provides the latest information on contacting Oracle Global Customer Support, knowledge articles, and the support renewals process. For more information about working with Support, visit https://support.oracle.com/epmos/faces/DocumentDisplay?id=888813.2 to view Support Tools & Tips.

To get the latest information about Critical Patch Updates, visit http://www.oracle.com/technetwork/topics/security/alerts-086861.html.

Access to Oracle Support Oracle customers that have purchased support have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/us/corporate/accessibility/support/index.html (http://www.oracle.com/us/corporate/accessibility/support/index.html).

Using Primavera Support Resource Centers Primavera’s Support Resource Center provides links to important support and product information. Primavera's Product Information Centers (PICs) organize documents found on My Oracle Support (MOS), providing quick access to product and version specific information such as important knowledge documents, Release Value Propositions, and Oracle University training. PICs also offer documentation on Lifetime Management, from planning to installs, upgrades, and maintenance.

Visit https://support.oracle.com/epmos/faces/DocumentDisplay?id=1486951.1 to access links to all of the current PICs.

PICs also provide access to:

Communities, which are moderated by Oracle providing a place for collaboration among industry peers to share best practices.

News from our development and strategy groups.

http://www.oracle.com/us/corporate/accessibility/support/index.html


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Education via a list of available Primavera product trainings through Oracle University. The Oracle Advisor Webcast program brings interactive expertise straight to the desktop using Oracle Web Conferencing technology. This capability brings you and Oracle experts together to access information about support services, products, technologies, best practices, and more.

Using Unifier Service Request and Support The Primavera Unifier integrates with different Oracle applications; when you create a Service Request, be sure to open the request with the proper Support team. To ensure you reach the proper Support team, enter the correct product information when you create the Service Request. Each product has its own support line.

Use the Primavera Unifier support line when you are having installation, configuration, connection, or application issues related to the Primavera Unifier.

Use one of the following support lines when you are having installation or configuration issues that do not relate to the Primavera Unifier.

Oracle WebLogic Server Oracle Server Oracle Database Server Oracle AutoVue Oracle WebCenter Content Oracle Enterprise Manager Oracle Business Intelligence

Additional Support

The following is a list of additional support that are available in Unifier:

Unifier Help Unifier Library Contact Support Download Plugins About Unifier

Note: The Contact Support and Download Plugins options both open a single window, Support. The only difference is as follows: - Contact Support opens the Contact tab of the Support window by default - Download Plugins opens the Download tab of the Support window by default

Unifier Help Click Help from the upper right-hand section of the Unifier window to open a contextual menu and click Unifier Help to open the Unifier and uDesigner Help.


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Unifier Library Click Help from the upper right-hand section of the Unifier window to open a contextual menu and click Unifier Library to open the Unifier documentation library.

Contact Support Click Help from the upper right-hand section of the Unifier window to open a contextual menu and click Contact Support to open the Support window.

The Support window has two tabs:

Contact, which opens by default Download

In the Contact tab, Contact Information section, you can see the name, phone, and contact instructions of someone at your company that you can contact when you need help with Primavera Unifier. For assistance, try this person, first.

Note: This information is available only if your company administrator has provided internal support contact information.

In the Contact tab, eLearning section, you see the location (Access), name of the contact (Contact), and any instructions that you might need in order to access the eLearning materials.

Note: Your company may elect to provide access to the eLearning suite, where you can access interactive Primavera Unifier learning materials. Alternatively, your company may have its own customized support or training materials that can be accessed on an internal site/location. If your company administrator provides this contact information, it will be listed at the bottom of the window.

In the Download tab, Download section, you can see a list of the following application and plug-ins available to download, with installation instructions.

File Transfer Application Unifier uCAD Plug-in

Each application and plug-in has two options:

Download Installation instructions

Follow the links within each option to proceed.

Download Plugins Click Help from the upper right-hand section of the Unifier window to open a contextual menu and click Download Plugins to open the Support window.

The Support window has two tabs:

Contact Download, which opens by default


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In the Download tab, Download section, you can see a list of the following application and plug-ins available to download, with installation instructions.

File Transfer Application Unifier uCAD Plug-in

Each application and plug-in has two options:

Download Installation instructions

Follow the links within each option to proceed.

In the Contact tab, Contact Information section, you can see the name, phone, and contact instructions of someone at your company that you can contact when you need help with Primavera Unifier. For assistance, try this person, first.

Note: This information is available only if your company administrator has provided internal support contact information.

In the Contact tab, eLearning section, you see the location (Access), name of the contact (Contact), and any instructions that you might need in order to access the eLearning materials.

Note: Your company may elect to provide access to the eLearning suite, where you can access interactive Primavera Unifier learning materials. Alternatively, your company may have its own customized support or training materials that can be accessed on an internal site/location. If your company administrator provides this contact information, it will be listed at the bottom of the window.

About Unifier Click Help from the upper right-hand section of the Unifier window to open a contextual menu and click About Unifier to access version number, copyright information, and software agreement details for the Oracle Primavera Unifier.

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Oracle Primavera Unifier Upgrade Guide

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Legal Notices

Documents

Unifier Upgrade Guide - Oracle...Unifier Upgrade Guide 8 Install and deploy Unifier 9.13.1.0 on each application server 1) Install the new version of Unifier by following instructions